Bookkeeping
Reconciled books every month, so you always know where you stand.
- Bank and card reconciliation
- Payables and receivables
- Monthly reports in plain English
From $450 / month
Accounting · Tax · Advisory
Numbers that tell you what to do next.
Monthly bookkeeping, year-end and tax, and a part-time finance lead for owner-run businesses across Ontario. Fixed monthly fees, answers within one business day.
300+Businesses served1 dayReply timeFixedMonthly fees
Monthly snapshotClient portal
Revenue$84.2k▲ 12%
Gross margin41%▲ 3 pts
Cash runway7.5 mosteady
Next HST filing: due in 18 daysOn track
Services
Three ways we help
Pick one, or let us run the whole finance function. Every engagement starts with a fixed written quote.
Tax & compliance
Corporate and personal returns, HST and payroll remittances, filed on time.
- T2 and T1 returns
- HST filings and audits
- Year-end statements
From $1,800 / year
Advisory & part-time CFO
Budgets, cash-flow forecasts and pricing decisions, without a full-time hire.
- Job costing and margins
- 13-week cash forecasts
- Lender and investor packages
From $1,500 / month
Who we help
Built for owner-run businesses
We work best with companies between $500k and $20M in revenue that have outgrown a shoebox and a spreadsheet.
Contractors
Job costing, WIP schedules and progress billing.
Clinics
Multi-practitioner payroll, HST and owner draws.
Restaurants
Food cost, labour percentage and POS reconciliation.
Agencies
Project profitability and retainer revenue.
Team
The people on your file
You get a named lead and a backup, not a ticket queue.
Alex Moreau
Managing partner · AdvisoryFifteen years helping trades and clinics price for profit.
Priya Shah
Partner · TaxCorporate tax, HST audits and owner remuneration planning.
Daniel Okafor
Senior manager · BookkeepingRuns month-end for forty clients, on the fifth business day.
FAQ
Straight answers
How are your fees set?
Fixed monthly or annual fees based on transaction volume and services. You get the number in writing before we start, and it doesn't change unless the scope does.
Which software do you use?
QuickBooks Online and Xero, plus receipt capture and a client portal. We'll migrate you if you're on something else.
Can you clean up past years?
Yes. Catch-up bookkeeping and late filings are quoted separately, then we move you to a monthly routine.
Do I have to come in?
No. Most clients never visit the office. We meet by video and share everything through the portal.